Edit Disbursement Settings for each entity

Navigate to Distribution section on Commission Detail Page

Any entity being paid from this transaction will appear in this section

Click here to edit how this entity is to be paid

Select if being paid at title (at the table) or from the Brokerage

If from Brokerage, select if being paid by check or EFT/ACH

Click here to view the agent breakdown for agent

Click here to view the Commission Disbursement Authorization (CDA)

Click here to email any of the documents from the system

Any entity with an email in system will be available as a selectable email to quickly add

Can Cc: any additional emails to receive the documents

To:

use commas to separate multiple email recipients

training.agent@brokerageengine.com (Agent - Training Agent)
Cc:

use commas to separate multiple email recipients

Subject:
Body:
Attachment:
Agent Breakdown
Commission Disbursement Authorization
Commission Disbursement Authorization (Signed)

Select which document or documents you want to attach.

Select the option to combine everything into one CDA or select the option to generate a separate CDA for each agent

Distributions Section

Edit Disbursement Settings for each entity

Generated Documents

Change CDA Grouping